Curi Wealth Management’s Energy Transfer Partners ET Stock Holding History

Curi Wealth Management’s Portfolio ET Stock Details ET Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2024 Q1	–	Sell	-10,000	Closed	-$138K	–	46
2023 Q4	$138K	Hold	10,000	–	–	0.02%	157
2023 Q3	$140K	Buy	+10,000	New	+$133K	0.02%	148
2023 Q1	–	Sell	-20,553	Closed	-$244K	–	172
2022 Q4	$244K	Buy	20,553 +1,040	+5%	+$12.5K	0.03%	164
2022 Q3	$215K	Buy	19,513 +10,013	+105%	+$112K	0.04%	164
2022 Q2	$95K	Hold	9,500	–	–	0.02%	179
2022 Q1	$106K	Buy	+9,500	New	+$94.2K	0.02%	156

Other funds holding ET

Blackstone Inc New York $25.6B AUM 26.83% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

ALPS Advisors Denver, Colorado $21.3B AUM 21.71% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

TCA

Tortoise Capital Advisors Overland Park, Kansas $9.6B AUM 19.53% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

ClearBridge Investments New York $115B AUM 24.78% 1-Year Est. Return

Curi Wealth Management's ET Position: Q1 2024 in Review

Curi Wealth Management sold out of Energy Transfer Partners (ET) in Q1 2024, closing a stake of 10,000 shares — an estimated $138K sold.

Curi Wealth Management first reported a position in ET in Q1 2022 and held it in 6 quarters. The position peaked at $244K in Q4 2022. 1,060 funds tracked by Wall St. Rank hold ET as of Q1 2024.

Curi Wealth Management reported no remaining Energy Transfer Partners position as of Q1 2024 after selling out during the quarter.
Curi Wealth Management sold 10,000 Energy Transfer Partners shares in Q1 2024, an estimated $138K.
Curi Wealth Management first reported a position in Energy Transfer Partners in Q1 2022 and held it in 6 quarters.
Curi Wealth Management's Energy Transfer Partners position peaked at $244K in Q4 2022.
1,060 funds tracked by Wall St. Rank held Energy Transfer Partners as of Q1 2024.

Based on Curi Wealth Management's 13F filing for Q1 2024.